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Aspiriant LLC’s TCW Transform 500 ETF VOTE Stock Holding History

Aspiriant LLC’s Portfolio VOTE Stock Details VOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.1M Buy
132,031
+1,255
+1% +$100K 0.29% 44
2025
Q4 		$10.5M Buy
130,776
+25,217
+24% +$2.01M 0.3% 43
2025
Q3 		$8.28M Buy
105,559
+3,312
+3% +$250K 0.25% 45
2025
Q2 		$7.44M Buy
102,247
+8,704
+9% +$585K 0.24% 49
2025
Q1 		$6.12M Buy
93,543
+9,408
+11% +$650K 0.21% 52
2024
Q4 		$5.79M Buy
84,135
+23,642
+39% +$1.63M 0.21% 53
2024
Q3 		$4.06M Buy
60,493
+41,177
+213% +$2.66M 0.15% 59
2024
Q2 		$1.23M Hold
19,316
– – 0.05% 126
2024
Q1 		$1.18M Hold
19,316
– – 0.05% 135
2023
Q4 		$1.07M Hold
19,316
– – 0.05% 141
2023
Q3 		$963K Hold
19,316
– – 0.05% 137
2023
Q2 		$997K Hold
19,316
– – 0.05% 133
2023
Q1 		$919K Hold
19,316
– – 0.05% 137
2022
Q4 		$854K Hold
19,316
– – 0.04% 140
2022
Q3 		$803K Hold
19,316
– – 0.04% 133
2022
Q2 		$845K Hold
19,316
– – 0.04% 132
2022
Q1 		$1.02M Hold
19,316
– – 0.06% 128
2021
Q4 		$1.08M Hold
19,316
– – 0.06% 127
2021
Q3 		$984K Buy
+19,316
New +$1.01M 0.06% 120

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Aspiriant LLC's VOTE Position: Q1 2026 in Review

Aspiriant LLC increased its TCW Transform 500 ETF (VOTE) stake by 0.96% in Q1 2026, buying an estimated $100K and bringing the position to 132,031 shares worth $10.1M. The position accounts for 0.29% of the portfolio, ranked #44.

Aspiriant LLC first reported a position in VOTE in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.5M in Q4 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Aspiriant LLC held 132,031 shares of TCW Transform 500 ETF worth $10.1M as of Q1 2026.
  • Aspiriant LLC bought 1,255 TCW Transform 500 ETF shares in Q1 2026, an estimated $100K.
  • TCW Transform 500 ETF made up 0.29% of Aspiriant LLC's portfolio in Q1 2026, its #44 holding.
  • Aspiriant LLC first reported a position in TCW Transform 500 ETF in Q3 2021 and has held it in 19 quarters since.
  • Aspiriant LLC's TCW Transform 500 ETF position peaked at $10.5M in Q4 2025.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.